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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
4170 Thielman Ln Ste 102, St. Cloud, MN 56301 • United States
1 1St Ave South, Buffalo, MN 55313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Financial Services, Llc | Minneapolis | MN | 03/2017 | 12/2021 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 03/2016 | 12/2021 |
| Woodbury Financial Services Inc | St Cloud | MN | 01/2022 | 01/2024 |
| Osaic Wealth, Inc. | Buffalo | MN | 01/2024 | Present |
1. GENTZ FINANCIAL SERVICES POSITION: Financial Representative NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2022 ADDRESS: 4170 Thielman Lane, Suite 102, St. Cloud MN 56301, United States DESCRIPTION: -Meeting with potential clients 2. GENTZ FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Insurance and Securities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2024 ADDRESS: 215 E. Hwy 55, Suite 107, Buffalo MN 55313, United States DESCRIPTION: Notary 3. BRIGHT FINANCIAL SERVICES LLC POSITION: Advisor/Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 08/14/2025 ADDRESS: 4170 Thielman Lane, Suite# 102, St. Cloud MN 56301, United States DESCRIPTION: I am the owner of Bright Financial Services LLC and also a financial advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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